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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$150M +$119M 1 0.69% Increased
77
Prudential Financial
Prudential Financial
New Jersey
$148M +$44.3M 1 0.27% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$146M -$10.2M 2 0.36% Reduced
79
Swiss National Bank
Swiss National Bank
Switzerland
$145M -$2.9M 2 0.35% Reduced
80
AllianceBernstein
AllianceBernstein
Tennessee
$143M -$7.19M 2 0.12% Reduced
81
Brown Advisory
Brown Advisory
Maryland
$142M -$13.7M 1 0.48% Reduced
82
Millennium Management
Millennium Management
New York
$134M -$97.6M 3 0.28% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$132M -$11.6M 1 0.31% Reduced
84
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$132M -$33.1M 2 0.06% Reduced
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
$125M -$3.48M 1 0.37% Reduced
86
Two Sigma Advisers
Two Sigma Advisers
New York
$124M +$30.9M 1 0.74% Increased
87
USAA
United Services Automobile Association
Texas
$124M -$30.4M 1 0.44% Reduced
88
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$124M +$22.1M 2 0.52% Increased
89
Russell Frank Company
Russell Frank Company
Washington
$124M +$37.3M 2 0.22% Increased
90
MTB
Mizuho Trust & Banking
Japan
$121M -$897K 1 0.4% Reduced
91
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$119M +$16M 1 0.55% Increased
92
Principal Financial Group
Principal Financial Group
Iowa
$119M -$7.5M 2 0.18% Reduced
93
American Century Companies
American Century Companies
Missouri
$117M -$150M 1 0.14% Reduced
94
Prudential plc
Prudential plc
United Kingdom
$117M +$30.2M 1 0.48% Increased
95
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$114M -$2.98M 2 0.37% Reduced
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
$113M -$2.74M 1 0.3% Reduced
97
Lazard Asset Management
Lazard Asset Management
New York
$112M -$91.1M 1 0.26% Reduced
98
BlackRock Japan
BlackRock Japan
Japan
$111M +$7.77M 2 0.41% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$103M -$740K 2 0.38% Reduced
100
Guggenheim Capital
Guggenheim Capital
Illinois
$102M +$4.55M 2 0.3% Increased